Student Bill

 

Statement preparation traditionally done monthly or according to studio policy. TS5 can be customized accommodate any policy.

 

Access Financial Reports.  Select Reports, Financial, Student Bill.

Traditional bill 

To prepare a statement, Select "Teacher" and "Student." Click on "Run" to view the report. This report is used to send bills to bill payers. Not only do charges show up on the statement, but a record of the lessons/group assignment and participation, events, etc. are listed.

Note: Tax is automatically calculated on books, printed music, etc., IF this procedure was identified in the transaction types section of the studio description.

It is possible to bill any or all payers by selecting the right choices. This section is billed by payers, not students. The payers of accounts are entered in the Student Profile Address.

 

Note: Checking the "Suppress Headers" button will allow use of studio custom letter head. A one time set up of custom letter head (standard 8½" X 11")  will give your studio a professional appearance. Studios may also want to consider enclosing self-addressed envelopes with the statements. Local printers can advise on what is needed to print these items.  

If the "Suppress Headers" box is not checked, your statements will have the studio return address,  entered in the Studio Description.

Statements can be printed on studio letterhead if "suppress header" option is checked. Print on standard size paper and trifold. Statements were designed to fit in standard windowed #10 envelopes. Presentation of this statement leaves a professional impression and  gives accountability to the studio. 

 

Want to put in a message to your students and parents?  Export to a word processor and put the message in the background.  It will print on each statement.  Or paste it in each statement as need be.  

E-bills ...

can be generated by doing the following:

1. Enter and save the correct billing e-mail URL in the Student Profile  Address.

2. Be sure to check the box in the Student Profile for "E-bill."

3. At statement preparation time, select the date parameters, do not suppress headers, and then "Run."  

4. The E-bill is sent directly to the Outbox ready to be sent as an attachment.  The attachments are given random number sequence followed by ".rtf".  

5. Please alert your payers to this format so they will approve receipt of this type of e-mail.

Student bills who require printing/mailing will be viewed in TS5 report screen.   The user can print directly from the viewer or export the data to another destination.

or Outlook Express:

E-bills

This feature has been tested successfully with both MS Outlook and Outlook Express.  You may encounter messages such as this one when executing E-bills.  This is generated from the security system of your computer.  Since this is an expected operation, select Yes.

 

 

or 

Monthly billing (by week) -  this has been discussed previously in Transaction Types and Lesson Plan. 
Setup lesson plans with a 'manual' payment option. When you are ready to bill
for the month, select month, and select all (or individual student) and press
bill. All selected lessons will be billed. (Only lessons for the month
should be displayed, so only that month should be billed).

One other way to do this:

1. When in Studio Description Teacher, set teacher rate to zero.

2. In Studio Description, define a Transaction Type to "one lesson" or "two lessons" with appropriate charges entered.

Enter these charges from the Transaction Screen as needed.

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